CA
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Crewe Advisors’s Curtiss-Wright CW Stock Holding History

Crewe Advisors’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7
Closed -$3.86K – 1064
2025
Q4 		$3.86K Buy
+7
New +$3.9K ﹤0.01% 769

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Crewe Advisors's CW Position: Q1 2026 in Review

Crewe Advisors sold out of Curtiss-Wright (CW) in Q1 2026, closing a stake of 7 shares — an estimated $3.86K sold.

Crewe Advisors first reported a position in CW in Q4 2025 and held it in 1 quarter. The position peaked at $3.86K in Q4 2025. 905 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Crewe Advisors reported no remaining Curtiss-Wright position as of Q1 2026 after selling out during the quarter.
  • Crewe Advisors sold 7 Curtiss-Wright shares in Q1 2026, an estimated $3.86K.
  • Crewe Advisors first reported a position in Curtiss-Wright in Q4 2025 and held it in 1 quarter.
  • Crewe Advisors's Curtiss-Wright position peaked at $3.86K in Q4 2025.
  • 905 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.